
Matt Jiang
Sales And Marketing Specialist

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About me
Investment counselor at Fisher Investment
Education

Baylor University
2009 - 2013Bachelor of Science (B.S.) Biochemistry
The University of Texas at Austin
2020 - 2021Master's degree Business AnalyticsCoursework Includes: Advanced Predictive Modeling, Text & Decision Analysis, Data Management, Investment Theory and Practice, Advanced Corporate Finance, Learning Structures & Time Series, Financial Optimization, Financial Technology, Quantitative Investment Strategies, Analytic Finance Laboratory
Experience

JenKem Technology USA
Jul 2017 - Jun 2018Sales And Marketing Specialist• Helped institutional researchers and pharmaceutical companies navigate through our company catalog and coordinated the sales of our products from production to delivery, resulting in the reduction of delivery time.• Maintained an accurate company balance sheet on Intuit and oversaw deposits and sales audits to ensure transparency to investors of JenKem Technology.

Absolute Mortgage & Lending
Jul 2018 - Feb 2024Loan Officer• Helped implementing CRM BNTouch to increase lead generation efficiency, resulting in 3.5 million dollars in mortgage origination sales in the first 5 months with the company. • Implemented several venues for advertisement on WeChat, Zillow, and Meifang8.com and negotiated a below market value deal for the advertisement contract, resulting in a reduction of operating expenses. • Determined potential refinancing leads by reviewing past transaction date, loan amount, and interest rate within company data and resulting in 8.6 million dollars of transaction in 2019.• Developed a stream-line loan origination handbook for incoming new loan officers to significantly cut down their learning time. Show less

Fisher Investments
Jan 2024 - nowInvestment Counselor
Licenses & Certifications
- View certificate

Investment Foundations Certificate
CFA InstituteAug 2020
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